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Investment Masterclass

Investment Masterclass: Essentials

Please be aware that this course is for educational purposes and none of the information shown is personal advice. Please ask for advice if you’re unsure which investments are right for you. Investments can go down as well as up in value, so you could get back less than you put in.

The Investment Masterclass: Essentials

Category:Investment Masterclass: Essentials

Week 1 - Financial Foundations

Financial resilience is the perfect place to start. Just like a building, we all need solid foundations to work from when we begin something new. That’s why, before we start looking at investing, we’re going to look at the 5 key building blocks for financial resilience.

Category:Investment Masterclass: Essentials

Week 2 - Save or Invest?

We'll start the journey of understanding the role of investing within your financial strategy, understanding risk and how investing can complement your savings.

Category:Investment Masterclass: Essentials

Week 3 - Account types: choosing the right one

We’ll look at a few of the different investment accounts available to those looking to start investing.

Category:Investment Masterclass: Essentials

Week 4 - Investment types and how they work

We’ll look at different types of investments, how they work and their levels of risk.

Category:Investment Masterclass: Essentials

Week 5 - How to build your portfolio

Your investment strategy should be one that matches your goals and levels of risk (risk appetite) and aims to achieve the best return for your chosen level of risk. We take a closer look at asset allocation and set out the four steps to build your own personalised portfolio from scratch.

Category:Investment Masterclass: Essentials

Week 6 - How to maintain and review your portfolio

Our investment goals and attitude to risk will change over time as we reach different stages in our lives. Leaving your portfolio unchecked for too long is a lot like ignoring the check engine light in your car – you’re leaving the outcome to chance. We’ll look closer at how to manage and review your portfolio on an ongoing basis.